H.E.R.O.’s Journey in Tech (7 January 2019) – Artificial Intelligence Is About to Make a Splash at CES 2019

H.E.R.O.’s Journey in Tech (7 January 2019) – Artificial Intelligence Is About to Make a Splash at CES 2019


  • Lenovo’s chairman says worst is over for PC giant and ‘intelligent transformation’ set to reap rewards (SCMP)
  • Xiaomi Buys 0.5% Stake in TCL as Companies Sign Cooperation Pact (Bloomberg)
  • Slump in iPhone Demand Hits Lens Maker Largan’s December Sales (Bloomberg)
  • Apple’s Taiwan suppliers could bear the brunt of slump in shares; Island home to about 15 per cent of 195 globally listed companies that supply iPhone maker (SCMP)
  • Sinbon Electronics’ consolidated sales up 51.5% annually; Thanks to its long-term relationship with clients, Sinbon Electronics has greater access to clients than the company’s peers when client products are at the research-and-development stage, therefore it can ship products as a preferred supplier once they are released, who tracks the electronic components industry at Yuanta Securities, said in a client note on Dec. 27. In addition, its products are mostly used in non-consumer sectors such as industrial, green energy, automotive and medical, generally with stable orders (Taipei Times)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Samsung, Softbank

  • Will Samsung’s foldable smartphone be game-changer in 2019? (Investor); Samsung Electronics braces for profit drop as China slowdown chips away at demand (Reuters); $3 Billion Hedge Fund Bets Samsung’s Woes Are Bad News for South Korea’s Stock Market (Bloomberg)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Apple to Start Offering iTunes Movies and Shows on Samsung TVs (Bloomberg)
  • More than 100 million Alexa devices have been sold (Techcrunch)
  • Amazon and Walmart Team Up to Fight New Indian E-Commerce Rules (Bloomberg)
  • Netflix is all the rage, but so are its debt levels (AFR)

Asia Tech & Innovation Trends

  • Huawei unveils cutting edge chips and servers aimed at handling big data and AI tasks (SCMP)
  • Money’s Getting Tighter: China’s Ignored IPhone Alert; It’s not just about a slowing economy and the rise of cheaper devices from the likes of Huawei and Xiaomi. (Bloomberg)
  • Kamereo raises $500K to help restaurants in Vietnam manage suppliers, food orders (Bridge)
  • India’s Startups Are Venturing Abroad To Gain Footholds In Countries Around The World (Forbes)
  • India’s housewife-entrepreneurs turn a profit from social media: Reselling platforms such as Meesho spread e-commerce and draw investors (Nikkei)

Global Tech & Innovation Trends

  • Marc Andreessen: audio will be “titanically important” and VR will be “1,000” times bigger than AR (Techcrunch)
  • Artificial Intelligence Is About to Make a Splash at CES 2019 (Barron’s)
  • German Giants Cruise Into Robotaxi Era (Bloomberg); Mercedes aims to be among top two players to scale autonomous tech: paper (Reuters); Car Companies Will Show Off the Latest in Self-Driving Tech at CES (Barron’s)
  • Blood Pressure, Baby’s Pulse, Sperm Potency: Home Health Devices Are Tracking More Than Ever; Wearables and other inexpensive products and services can now extract detailed information about our bodies-so how will their makers handle all (WSJ)
  • Virtual Assistants Have Hit a Wall-and It’ll Be Years Before They Reach Full Potential; Alexa, Siri and Google Assistant desperately want to help you do your routine-but it takes too much programming and there are still too many holes (WSJ)
  • Health Startups Take Down Data Silos That Block AI Adoption; Challenge is to analyze data stored in multiple locations by multiple providers (WSJ)
  • Some venture capitalists are rooting for a market dip to calm Silicon Valley’s overheated start-up scene. (NYT)



About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: